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Organizational Skills Presentation

A group of four students (Travis Dodge, Miguel Lara, Sarah Hamilton, Nichole Buck) and I created this presentation for a leadership course in Clark University's Graduate School of Management. The presentation topic is organizational skills and is divided into three major parts 1.) practical/hands on organizational skills 2.) time management 3.) bridging the gap between individual organization and managerial organization. Enjoy!

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Organizational Skills Presentation

  1. 1. Organizational Skills Emily Kates, Miguel Lara, Travis Dodge, Nichole Buck, Sarah Hamilton
  2. 2. “Some people are naturally organized, but their habits which they adopt to become organized are not that difficult to learn” Mancini, (2003) Words of Wisdom
  3. 3.  Pitfalls to Organization  Strategies for Being More Organized  Time management  Traditional Managers  Organization for Managers & Leaders Road Map
  4. 4. What Prevents you from being Organized?
  5. 5. Pitfalls of Organization
  6. 6.  Task Management  Gathering Tasks  Defining Tasks  Preparation  Methods  Files  Folders  Planner  Technology Strategies for Getting More Organized
  7. 7.  Finding Out what Needs to Be Done:  “Information flows at us continuously from email, voice mail, meetings, cellphones, mail, magazines, books, newspaper, Web, TV” → The trick knowing what information is valuable and what is not  Having a Method & Using it Consistently  Once you receive a task write it down, set an alarm, put it in your phone.  Whatever you do- Do it Consistently Gathering Tasks
  8. 8.  When Does it Need to be Done by:  Deadlines  create a sense of urgency  help prioritize which tasks are most important  “Non-time targeted tasks don’t get done! Give every task a deadline. Until you set a deadline for a project, it’s more like a wish not an action” Someday is Not a Day of the Week! Gathering Tasks
  9. 9.  Involves a written plan which specifies the steps needed to achieve a desired result  You cannot plan and work at the same time  “ Suppose you wanted to build a deck, you wouldn’t buy the lumber and start sawing the wood without planning how large the deck should be” Defining Tasks
  10. 10.  Use your Question Words:  Who  Personal Tasks  Delegation - Do I have time? Would it be a better project for someone else?  When  Deadlines  What  What exactly needs to be done?  How  Break it down into smaller steps  Work Back from a deadline to identify the action that needs to be taken. Defining Tasks
  11. 11.  At the End of the Day  Tidy Up  Take 5 Minutes to clear your desk for tomorrow  Evaluate the Day  What worked, what didn’t work, what would I do differently? Preparation
  12. 12.  Creating a plan for Tomorrow Today  Define what needs to get done, and by when  Work in what will be done differently tomorrow  Example  Looking at schedule/planner before bed every night  Helps Determine:  What needs to be done, and when I am going to do it during the day. Preparation
  13. 13. “With practice practitioners can improve their organizational skills through consistently following an organizational process and developing positive and helpful routines and habits” (Wicker, 2009) METHODS Lack of consistency results in a loss of information and time Pick a single reference tool
  14. 14.  Help with awareness of where things are located.  Filing: File Systems Excessive “Is it conceivable I might want to refer to this file in the future?” Always a Yes Sensible “If I wanted this item again and I didn’t have it, what would I do?” Usually you’ll get along fine without it
  15. 15.  Physical Record Keeping  Portable - Easy to Carry Essentials Folders Home Folder Pocket Files
  16. 16.  Master List  “Reservoir or catchment basin in which you capture everything you have to do”  Daily List  “Each morning or night, create a new daily list for the day mostly including things from the master list, but also adding sporadic things that have just arisen”  Should be specific, limited, and timely Lists with Dates
  17. 17. Benefits Planners Permanent Records Don't Need to be Recharged Ability to cross out once completed
  18. 18. Emily’s Planner
  19. 19. Benefits Technology Easy for simple routine tasks time after time Organizing lists of items & displaying in various ways Cloud Technology - Access anywhere, no need to bring a planner
  20. 20. Microsoft Office Software
  21. 21.  No method is perfect  They all have different benefits & downfalls! Consistency is the key! Methods – Take Away
  22. 22.  Instructions:  You will each receive a handout that contains a few different types of tasks to be organized for two months!  Use:  One of the techniques discussed  A hybrid technique  Your own method to organize these tasks  You can use the Calendar provided on the back, your planner, or any device you have with you!  Assume Today is November 1st!  Some Tasks Don’t have dates – Use your own judgment  You have 5 Minutes! Time: 5 Minutes Class Activity
  23. 23.  Things to Note:  Not all tasks have dates – Emails, Phone calls, ASAP  Should use your judgment and assign a date yourself  Repetitive Tasks – Make sure you write-in for every date  Big Tasks – Start taxes, Organize personal Finances, Submit Quarter Reports  Probably require breaking into smaller tasks & and assigning shorter deadlines  Continually Update these lists – Planner, App, Outlook Any Different Methods we haven’t mentioned? Activity DeBrief
  24. 24. Strategies for Time Management Setting Goals PrioritizingScheduling
  25. 25. S.M.A.R.T Goals Goal Setting Specific What are your goals? Measurable How will you measure your goals? Attainable Are the goals achievable? Realistic/ Relevant Are the goals realistic and relevant? Tangible/Time-Bound Are the goals tangible and when will it be accomplished?
  26. 26.  Tasks  Important and Urgent  Important and Not Urgent  Urgent but Not Important  Busy Work  Wasted Time Priorities Set prioritizes by: Importance and then urgency What are the Priorities?
  27. 27. To Do List
  28. 28. Directions Because you don't seem to be getting as much accomplished as you would like, you decide to analyze your activities for one day. You kept a record of your job routine and personal activities in 15-minute segments. Following is a summary of what you accomplished during the day. Analyze the activities for the day and suggest some areas in which you might save time. Organizational Skills Activity
  29. 29. How would you save time? Skip breaks?  Skipping breaks will actually hurt your productivity Different Ideas:  Supplies  One trip for all supplies  Have them delivered prior  Organize in advance  Not as many personal calls
  30. 30. What else can help with managing your time? Breaking down large projects into smaller tasks Setting a due date for yourself What else can you do?
  31. 31. Traditional Management
  32. 32. Why are these skills important for managers? Scheduling? Organization? Task management? Discussion
  33. 33. Classical Functions of Management 1) Planning 2) Organizing 3) Coordinating 4) Commanding 5) Controlling Henri Fayol (Istanbul, 29 July 1841 – Paris, 19 November 1925)
  34. 34. Mahoney, Jerdee, Carroll (1963, 1965) P Planning 19% R Representing 2% I Investigating 26% N Negotiating 07% C Coordinating 21% E Evaluating 9% S Supervising 12% S Staffing 5%
  35. 35. GE study (1957) Planning Organization Production Stagner (1969) Organizational Planning Profitability Boyatzis (1982) Goal setting Planning Effectiveness Studies over the years
  36. 36. Hughes and Singler (1985) Organizing Planning
  37. 37. Successful vs Effective Managers Luthans (1988) Time Spent Daily Traditional Management
  38. 38.  Planning  Organizing  Coordinating Traditional Management
  39. 39.  Skills have been known as “threshold capabilities”, Goleman, (1998)  Managerial and Leadership-styled skills combined are necessary  Functional overlap between managers and leaders  Cultural differences still prevalent  Each is used to balance one another Managers are Leaders
  40. 40. Cycle between Managers and Leaders Planning & Budgeting •Setting Direction Organizing & Staffing •Aligning Vision Providing Control & Problem Solving •Motivating
  41. 41. Functional Overlap Verma and Kamlesh (2001)  Articulate that there is a functional overlap based off of two components: Human Factors • Managers • Organizing & Staffing Interpersonal Activity • Leaders • Motivating • Richard Nicolosi – P&G
  42. 42.  Managers and Leaders have taken different approaches to organizing teams  I.E Japanese managers seen as leaders, Ravichandran (2000)  U.S, Japan, and China ,Weihrich (1990) Cultural Differences U.S. •Emphasis on the Individual •Clearly Defined Responsibilities Japan •Collective Approach •Informal Organizational Team Structure China •Emphasis on the Individual •Identify with the company, no team spirit
  43. 43. Skills Apply to Both Managers & Leaders Strategies for Being More Organized & Time Management Pitfalls of Organization Conclusions
  44. 44. “The real challenge is to combine strong leadership and strong management and use each to balance the other” Kotter, (1990) 21st Century Leadership
  45. 45. Adair, J., Allen, M. (2003). The Concise Time Management and Personal Development Guide. London: Thorogood. Adams, S. (2014, June 16). Eight Ways Goofing Off Can Make You More Productive. Retrieved November 20, 2014, from 2014/06/16/eight-ways-goofing-off-canmake-you-more-productive-3/ Bliss, E. C. (1976). Getting things done: The ABCs of time management. New York: Scribner. Carroll, S. J., & Gillen, D. I. (1987). Are the classical management functions useful in describing managerial work?. Academy of management review, 12(1), 38-51. Coping With Stress at Work. (n.d.). Retrieved November 20, 2014, from Crisfield, P. (1994). Time Management: Balance, sport, work, and home more effectively. Leeds: National Coaching Foundation. Dalton State College. (n.d) Module 7 Organizational Skills (pgs. 13 & 14.). Retrieved from 20Module%25207%2520Act.%2520ORGANIZATIONAL%2520SKILLS.doc+&cd=1&hl=en&ct=clnk&gl=us Digital Nation [Online Video} (2010). Frontline-PBS-WGBH Educational Foundation. Retrieved From Goleman D. (1998). What Makes a Leader?, Harvard Business Review Press, 1-11. Gorlick, A. (2009, August 24). Media Multitasks Pay A Price; Stanford Study Shows. Retrieved November 20, 2014, from https://01256631-a-62cb3a1a-s- nervoso/MULTITASKING.pdf?attachauth=ANoY7coGyXTfFNfUgyLlciLgdcaiEC3mQQEg1YJOeXzep5YEgPjQXvqfyBmUhezy8CjOz44xkPKwvBjCnHjhyZitL5QC9T0 Iu5SUDF0XgShMytmiT71s5wKPOZ1b7Gu76idjFwKMCnQLjRSlMo_jknzMa5VRNLhmEiEbg14sTMGljs5QiByBlWtSgRY5T73ifEQhlNri5rKdgV1T6HXxG1T0fVeeZ6c1z N06GjE0tCTWB6EHh55Pxf5BL1bCYF92JWNeA9VHMDnsF2wSPAC-nmkq8JOFT-TuHg%3D%3D&attredirects=0 Works Cited
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